76 reports · updated daily

Crypto market analysis — daily research notes

Original analytical reports on public crypto data. Cross-source signals, derivatives positioning, on-chain flows, developer activity. No predictions, no signals.

What you'll find here

Original analytical research on public cryptocurrency market data, published daily. Every report begins with a specific cross-source disagreement we noticed in the data — on-chain activity contradicting price action, derivatives positioning rejecting retail sentiment, developer momentum fading while a token rallies — and works through what the public data actually shows. No predictions, no buy/sell signals, no price targets. The job is to describe; readers draw their own conclusions.

We pull from seven independent sources: CoinGecko, DeFiLlama, Binance Futures, GitHub, Fear & Greed Index, FRED, and crypto news feeds. Every figure traces to a named source and the timestamp at which we captured it. Edited by Jonathan Reed; full process on the methodology page.

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Latest analysis

How Bitcoin’s 90-day volatility compare is framing the current regime
Bitcoin’s 12-Month Market Structure

How Bitcoin’s 90-day volatility compare is framing the current regime

BTC’s 90-day realized volatility is 1.69%, still below its 90-day-prior reading; the 1-year comparison shows a mostly contracting, mixed regime.

DeFi TVL Analysis: ether.fi Liquid’s 15.9% Drop (April 2026)
Bitcoin’s 12-Month Market Structure

DeFi TVL Analysis: ether.fi Liquid’s 15.9% Drop (April 2026)

DeFi TVL analysis of ether.fi Liquid shows a 15.9% 24h drop to $315.9M as total DeFi TVL rose 6.08% in 30 days. Read the regime shift.

Ether.fi Liquid TVL: Why a 15.9% Drop Matters (April 2026)
Bitcoin’s 12-Month Market Structure

Ether.fi Liquid TVL: Why a 15.9% Drop Matters (April 2026)

ether.fi liquid tvl fell 15.9% in 24h to $315.9M as DeFi TVL slipped 6.4% and news stayed busy. Read the structure.

The 30-Day Move Versus the Full-Year Trend: Is BTC Still Trending or Just Bouncing?
Bitcoin’s 12-Month Market Structure

The 30-Day Move Versus the Full-Year Trend: Is BTC Still Trending or Just Bouncing?

BTC rose 12.83% in 30 days, but the 1-year path, volatility, dominance, drawdown, and positioning show a more mixed trend backdrop.

Bitcoin’s 12-Month High-Low Range Is Still Defining the Market
Bitcoin’s 12-Month Market Structure

Bitcoin’s 12-Month High-Low Range Is Still Defining the Market

BTC is near the top of its 365-day range, with a 12.83% 30-day gain, 1.69% realized volatility, and a narrow gap to the yearly high.

BTC Dominance: 59.54% and a 46% Alt Read (April 2026)
Bitcoin’s 12-Month Market Structure

BTC Dominance: 59.54% and a 46% Alt Read (April 2026)

BTC dominance analysis: 59.54% with ETH/BTC down 15.28% and 46% of top-50 alts beating BTC. Read the rotation regime.

What the top-100 altcoin tape is really saying about risk appetite in late April 2026
Bitcoin’s 12-Month Market Structure

What the top-100 altcoin tape is really saying about risk appetite in late April 2026

Top-100 altcoins show mixed risk appetite: 46% beat BTC over 90 days, but volume and CR24 scores remain concentrated and selective.

The Month's Biggest BTC Volume Days and What They Say About Structure
Bitcoin’s 12-Month Market Structure

The Month's Biggest BTC Volume Days and What They Say About Structure

BTC’s biggest April volume days were not all the same: the largest session came with muted volatility, shifting dominance, and uneven news intensity.

Bitcoin’s 30-Day Range Is Tight Inside a Much Wider Year
Bitcoin’s 12-Month Market Structure

Bitcoin’s 30-Day Range Is Tight Inside a Much Wider Year

BTC’s 30-day range, volatility, volume, dominance, and ETH/BTC regime show a compressed month inside a much wider 12-month structure.

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Bitcoin’s 12-Month Market Structure

What the data shows about Zircuit Staking: TVL dropped 15.4% in 24h

Zircuit Staking lost 15.4% of TVL in 24h to $166.4M, while DeFi stayed mixed, BTC vol stayed low, and risk signals were uneven.

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Bitcoin’s 12-Month Market Structure

What the data shows about ether.fi Liquid: TVL dropped 16.4% in 24h

ether.fi Liquid’s TVL fell 16.4% to $316.4M as DeFi stayed mixed, ETH positioning softened, and news flow remained elevated.

Bitcoin’s best and worst daily moves in the last 30 days, in historical context
Bitcoin’s 12-Month Market Structure

Bitcoin’s best and worst daily moves in the last 30 days, in historical context

BTC’s last 30 days featured a 12.83% gain, 1.69% realized volatility, and a 49.6% open drawdown, all set against long-run history.